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Weekday news and analysis for retirement plan advisers
Thursday, October 07, 2021
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PANC 2021: Telling Your Story
Financial advisers have new opportunities when it comes to marketing, branding and thought leadership, but there is fine line between what is trendy or new and what goes against policy.
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Learning From PLANADVISER Research
Ahead of the 15th Anniversary of the publication of the first edition of PLANADVISR Magazine, we will be looking back over the results of our annual Retirement Plan Adviser Survey, asking how things have changed and what comes next.
Today’s Most Read
1. TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
2. Plaintiffs Claim Deloitte Breached ERISA Prudence Duties
3. DOL Announces Anticipated ESG Fiduciary Investing Rule
Court Rebuffs DOL’s ESOP Valuation Case Against Engineering Firm
One commentator who works in the employee stock ownership plan space says the ruling represents “one of the most comprehensive rebukes of DOL arguments” in such a valuation case.
Look Toward the Future
The pandemic has brought adviser succession planning to the fore.
Now a Fiduciary
A prudent process for rollover advice.
How to Live Well in Retirement
Advisers should heed near-retirees’ post-pandemic values and goals.
Market Mirror Market Mirror Graph

Wednesday, the Dow closed 102.32 points (0.30%) higher at 34,416.99, the Nasdaq increased 68.08 points (0.47%) to 14,501.91, and the S&P 500 was up 17.83 points (0.41%) at 4,363.55. The Russell 2000 fell 13.36 points (0.60%) to 2,215.00, and the Wilshire 5000 gained 167.43 points (0.37%) to finish at 45,346.28.

The price of the 10-year Treasury note was unchanged, with its yield down to 1.527%. The price of the 30-year Treasury bond increased 26/32, decreasing its yield to 2.080%.

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